Valmark Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Sell |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $4.54M | Buy |
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|
2024
Q3 | $5M | Sell |
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|
2024
Q2 | $5.09M | Buy |
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|
2024
Q1 | $4.46M | Sell |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $3.74M | Sell |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $3.08M | Buy |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.51M | Sell |
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|
2021
Q1 | $2.39M | Sell |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $2.17M | Sell |
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|
2019
Q2 | $2.27M | Buy |
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|
2019
Q1 | $2.17M | Buy |
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|
2018
Q4 | $1.78M | Buy |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.52M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $845K | Buy |
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|
2016
Q4 | $559K | Buy |
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|
2016
Q3 | $327K | Buy |
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